Triune Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17M | Buy |
6,717
+177
| +3% | +$110K | 1.15% | 10 |
|
|
2025
Q1 | $3.67M | Sell |
6,540
-3
| -0% | -$1.69K | 1.17% | 7 |
|
|
2024
Q4 | $3.85M | Sell |
6,543
-27
| -0.4% | -$15.9K | 1.21% | 7 |
|
|
2024
Q3 | $3.79M | Sell |
6,570
-6
| -0.1% | -$3.46K | 1.19% | 7 |
|
|
2024
Q2 | $3.6M | Buy |
6,576
+19
| +0.3% | +$10.4K | 1.23% | 7 |
|
|
2024
Q1 | $3.45M | Sell |
6,557
-575
| -8% | -$302K | 1.2% | 8 |
|
|
2023
Q4 | $3.41M | Sell |
7,132
-127
| -2% | -$60.7K | 1.26% | 7 |
|
|
2023
Q3 | $3.12M | Buy |
7,259
+96
| +1% | +$41.2K | 1.29% | 7 |
|
|
2023
Q2 | $3.19M | Sell |
7,163
-25
| -0.3% | -$11.1K | 1.3% | 7 |
|
|
2023
Q1 | $2.95M | Sell |
7,188
-47
| -0.6% | -$19.3K | 1.31% | 7 |
|
|
2022
Q4 | $2.78M | Sell |
7,235
-74
| -1% | -$28.4K | 1.31% | 8 |
|
|
2022
Q3 | $2.62M | Buy |
7,309
+30
| +0.4% | +$10.8K | 1.47% | 8 |
|
|
2022
Q2 | $2.76M | Sell |
7,279
-48
| -0.7% | -$18.2K | 1.48% | 8 |
|
|
2022
Q1 | $3.32M | Sell |
7,327
-228
| -3% | -$103K | 1.76% | 6 |
|
|
2021
Q4 | $3.6M | Buy |
+7,555
| New | +$3.6M | 1.84% | 6 |
|
|
2021
Q2 | $3.29M | Buy |
+7,645
| New | +$3.29M | 2.68% | 5 |
|